Latest Institutional Purchases of Utilities Sector Spdr (XLU)
This list provides information on the latest institutional transactions involving Utilities Sector Spdr (XLU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
577KNew |
$42.2M - $47.8M
|
577K
$49.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
101KNew |
$7.41M - $8.39M
|
101K
$8.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
97.8K+ 8.01% |
$7.15M - $8.1M
|
1.32M
$112M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
79.2KNew |
$5.79M - $6.56M
|
79.2K
$6.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
74.2K+ 426.98% |
$5.42M - $6.14M
|
91.5K
$7.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
73.4KNew |
$5.37M - $6.08M
|
73.4K
$6.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
67.1KNew |
$4.91M - $5.56M
|
67.1K
$5.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
64.5K+ 223.71% |
$4.72M - $5.34M
|
93.4K
$7.94M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
64KNew |
$4.67M - $5.29M
|
64K
$5.44M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
63K+ 116.77% |
$4.61M - $5.22M
|
117K
$9.95M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
62.2K+ 12.87% |
$4.55M - $5.15M
|
546K
$46.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
62.1KNew |
$4.54M - $5.14M
|
62.1K
$5.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
58.1KNew |
$4.25M - $4.81M
|
58.1K
$4.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
45.6K+ 118.33% |
$3.33M - $3.78M
|
84.2K
$7.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
27.5KNew |
$2.01M - $2.27M
|
27.5K
$2.34M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
26.4K+ 287.46% |
$1.93M - $2.18M
|
35.5K
$3.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
25.1K+ 2205.46% |
$1.83M - $2.07M
|
26.2K
$2.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
23K+ 19.19% |
$1.68M - $1.91M
|
143K
$12.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
21.1K+ 26681.01% |
$1.54M - $1.74M
|
21.2K
$1.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
20.9KNew |
$1.53M - $1.73M
|
20.9K
$1.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
19.8KNew |
$1.45M - $1.64M
|
19.8K
$1.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
19.8K+ 7.73% |
$1.45M - $1.64M
|
276K
$23.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
18.7K+ 95.03% |
$1.37M - $1.55M
|
38.5K
$3.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
17.5K+ 47.73% |
$1.28M - $1.45M
|
54.2K
$4.61M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
13.8K+ 30.08% |
$1.01M - $1.14M
|
59.5K
$5.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
BUY
|
- |
13K+ 76.47% |
$950K - $1.08M
|
30K
$2.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.5KNew |
$837K - $948K
|
11.5K
$974K
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
10.4K+ 6.49% |
$764K - $865K
|
171K
$14.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Consolidated Investment Group LLC
|
BUY
|
- |
10K+ 41.89% |
$731K - $828K
|
33.9K
$2.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
8.88K+ 225.18% |
$649K - $735K
|
12.8K
$1.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
8.53K+ 13.09% |
$623K - $706K
|
73.7K
$6.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
8.09K+ 14.64% |
$591K - $670K
|
63.4K
$5.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
7.99K+ 29.86% |
$584K - $661K
|
34.7K
$2.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
7.4KNew |
$541K - $612K
|
7.4K
$629K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
7.18K+ 141.78% |
$525K - $594K
|
12.2K
$1.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.15K+ 70.53% |
$523K - $592K
|
17.3K
$1.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6.96K+ 117.72% |
$508K - $576K
|
12.9K
$1.09M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.72K+ 241.03% |
$491K - $556K
|
9.51K
$809K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
6.5K+ 66.74% |
$475K - $538K
|
16.2K
$1.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
6.41K+ 9.4% |
$468K - $530K
|
74.6K
$6.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
6.27K+ 21.49% |
$458K - $519K
|
35.5K
$3.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
6.03KNew |
$440K - $499K
|
6.03K
$513K
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
BUY
|
- |
5.8KNew |
$424K - $480K
|
5.8K
$493K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.45K+ 17.39% |
$398K - $451K
|
36.8K
$3.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.44K+ 7.35% |
$398K - $450K
|
79.5K
$6.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
5.28KNew |
$386K - $437K
|
5.28K
$449K
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
5.25K+ 12.73% |
$384K - $435K
|
46.5K
$3.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
5.08KNew |
$371K - $421K
|
5.08K
$432K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
5.03K+ 6.0% |
$368K - $417K
|
88.9K
$7.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4.95K+ 0.69% |
$362K - $410K
|
728K
$61.9M
|